RP - Cancel Prospect Application
Cancel Prospect Application 1. Go to Navigation Menu > Prospects 2. Enter the name of the prospect and click Find 3. On the prospect in question, click View a. By Prospect Information, click Edit b. Click the status Active c. Change the status to Lost or Unqualified d. Select an Activity Type , Res…
RP - Unable to Complete Online Application
You have a prospect who cannot continue with the Online application and the prospect status in OneSite is App in progress Ensure there are no Duplicate Applications 1. Select the Find Person Tab 2. Enter the last name of the Person 3. Click Find 4. If there are two or more applications, you are advised…
